BlackSky Technology Inc (BKSY)

A Former NASA Deputy Administrator Just Joined the Company Flying the World's Only Mach 2+ Commercial Jet FleetJune 26, 2026 9:30 AM
PR Newswire (US) Issued on behalf of Starfighters Space, Inc.Starfighters Space, Inc. (NYSE: FJET) has launched a Strategic Advisory Board and named retired astronaut and former NASA Deputy Administrator Frederick D. Gregory as its inaugural member, a credibility signal as the company scales hypersonic flight testing and air-launch operations.CAPE CANAVERAL, Fla., June 26, 2026 /PRNewswire/ -- USA News Group News Commentary - When a small, fast-moving company lands an advisor of genuine national stature, it is worth paying attention to. On its latest announcement, Starfighters Space, Inc. (NYSE: FJET), the company operating the world's only commercial fleet of flight-ready Mach 2+ supersonic aircraft, did exactly that, forming a new Strategic Advisory Board and naming retired astronaut and former NASA Deputy Administrator Frederick D. Gregory as its inaugural member. Key TakeawaysStarfighters Space (NYSE: FJET) formed a Strategic Advisory Board and appointed Frederick D. Gregory, retired astronaut and former NASA Deputy Administrator, as its inaugural member.Gregory brings a rare résumé: three Space Shuttle missions (455+ hours in space), former NASA Acting Administrator, former head of NASA Safety & Mission Assurance, and direct experience with the F-104 Starfighter, the very aircraft Starfighters flies.Starfighters operates the world's only commercial fleet of flight-ready Mach 2+ supersonic aircraft from NASA's Kennedy Space Center, and is advancing STARLAUNCH, its responsive air-launch platform.The move lands amid a defense and space-testing spending surge; FJET sits in the broader trade alongside Karman Holdings (NYSE: KRMN), AST SpaceMobile (NASDAQ: ASTS), BlackSky (NYSE: BKSY), and Boeing (NYSE: BA).A Heavyweight Joins the Cockpit-SideThe board was created to give Starfighters streamlined access to experienced space, defense, government, and technical leaders, offering subject-matter expertise and mentorship as the company expands its high-speed space-testing services, live atmospheric flight activities, and future air-launch initiatives. Gregory is the first name on it, and a marquee one.Why Gregory MattersColonel Gregory's career spans nearly every layer of American spaceflight. Selected as a NASA astronaut in 1978, he logged more than 455 hours in space across three Space Shuttle missions, serving as Spacecraft Commander on Discovery (STS-33) and Atlantis (STS-44). He went on to senior NASA leadership, ultimately serving as the agency's Deputy Administrator and Acting Administrator, and earlier as Associate Administrator for Safety and Mission Assurance, the role responsible for the safety culture underpinning the nation's most critical space programs.For Starfighters, the fit is unusually precise. As a decorated U.S. Air Force test pilot, Gregory has direct operational experience with the F-104 Starfighter, the exact platform the company flies. An advisor who has both run NASA's safety apparatus and personally flown the aircraft at the center of the business is a rare combination, and it speaks directly to the discipline required in high-velocity flight testing."Fred has the perfect background to help Starfighters Space grow," said Tim Franta, Chief Executive Officer of Starfighters Space. "His unique experience as a pilot, astronaut, former Deputy Administrator of NASA, and especially as the former head of Safety and Mission Assurance at NASA provides a strategic perspective that very few individuals in the world can offer. Just as importantly, Fred deeply understands the F-104 platform and the rigorous culture of high-velocity flight testing."Franta added that Gregory's focus on safety culture is exactly what the company values most: "I couldn't be happier or in better hands than with Fred Gregory reviewing our safety and mission assurance practices and procedures. I truly appreciate his commitment to keeping us focused on what is most important."Gregory framed the opportunity in mission terms: "Starfighters Space possesses unique capabilities that can support a wide range of commercial, research, government, and national security missions. I am honored to join the Strategic Advisory Board and look forward to helping the Company continue expanding its role in space testing, space research, and future space-access opportunities."The Business Behind the HeadlineOperating from NASA's Kennedy Space Center in Florida, Starfighters maintains the world's only commercial fleet of flight-ready F-104 supersonic aircraft capable of sustained Mach 2+ operations. That fleet is the foundation for a business focused on high-speed flight operations, hypersonic testing, space research, and air-launch. Its centerpiece development program, STARLAUNCH, is a responsive airborne launch platform designed to support commercial, government, research, and national-security missions, with capabilities spanning payload deployment, airborne space testing, microgravity and high-speed flight environments, and reusable airborne launch infrastructure.The timing is notable. Defense and space-testing budgets are climbing, with the House Armed Services Committee signaling a roughly trillion-dollar baseline defense budget as a permanent planning floor and the Pentagon investing to expand hypersonic flight-test throughput, an area where capacity has become a binding constraint across the industry. A company that can put experimental payloads into high-speed flight environments quickly and repeatedly is positioned squarely in that demand. Adding an advisor of Gregory's stature is the kind of credibility marker that can matter when the customers are government agencies and defense programs.The Broader Space & Hypersonic TradeStarfighters is a small, specialized entrant in a sector drawing heavy institutional capital. Four names help frame the landscape, though each carries its own risk profile and none is a proxy for FJET. Karman Holdings (NYSE: KRMN) is the closest thematic fit: it designs payload-protection, propulsion, and interstage systems for missile-defense, hypersonics, and space-launch programs, and posted record fiscal 2025 revenue of about US$471.5 million, up roughly 37%, while raising 2026 guidance to the US$720–735 million range, a direct read on how fast hypersonic-related demand is growing. AST SpaceMobile (NASDAQ: ASTS) represents the well-capitalized new-space cohort: a direct-to-device satellite-broadband builder with roughly US$3.5 billion in cash and 2026 revenue guidance of US$150–200 million, it shows the scale of capital flowing into public space names.BlackSky Technology (NYSE: BKSY) anchors the defense-intelligence angle, providing real-time satellite imagery and analytics to government and intelligence customers, it recently won a multi-year, sole-source US$99 million U.S. government contract, underscoring the national-security spending FJET also targets. And Boeing (NYSE: BA) anchors the large-cap end as a diversified aerospace-and-defense incumbent with deep space and flight-test heritage, offering the steadier, established route into the same broad theme. Together they illustrate a sector being re-rated by defense priorities and commercial-space momentum, the current Starfighters is trying to ride with a genuinely differentiated asset.The Bottom LineAn advisory-board appointment is not a contract or a revenue event, and Starfighters remains an early-stage company executing an ambitious plan. But credibility compounds: when a former NASA Deputy Administrator who has personally flown your aircraft signs on to guide your safety and operations strategy, it sends a signal to the government and defense customers that matter most. The next markers to watch are how the advisory board fills out, progress on STARLAUNCH, and any movement from flight-test capability toward funded missions.SIGNAL OVER NOISESignal over noise. Space, defense, and hypersonic-testing headlines move fast, and the crowd often moves first. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they happen, so you see the move forming instead of reading about it later. See it at eagle-eye.dev.CONTACT
USA News Group
info@usanewsgroup.comSOURCESStarfighters Space, Inc., "Starfighters Space (NYSE: FJET) Forms Strategic Advisory Board and Appoints Former NASA Deputy Administrator Fred Gregory as Inaugural Member," June 2026.Karman Holdings Inc. (NYSE: KRMN), full-year 2025 results and 2026 guidance, 2026.AST SpaceMobile, Inc. (NASDAQ: ASTS), Q1 2026 results and business update, May 11, 2026.BlackSky Technology Inc. (NYSE: BKSY), 2025 results and U.S. government IDIQ award disclosures, 2026.The Boeing Company (NYSE: BA), corporate and defense/space program disclosures, 2026.DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by USA News Group on behalf of Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"). MIQL has been paid a fee for Starfighters Space, Inc. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Starfighters Space, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. MIQL and its owner/operators do not own any shares of Starfighters Space, Inc., but reserve the right to buy and sell shares of Starfighters Space, Inc. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQL has been reviewed and approved on behalf of Starfighters Space, Inc. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.FORWARD-LOOKING STATEMENTS: This publication contains forward-looking information subject to risks and uncertainties, including statements regarding the contributions of the Strategic Advisory Board and its members; the advancement of the STARLAUNCH platform; infrastructure expansion; hypersonic and high-speed flight-testing capabilities; future launch and space-access operations; operational scaling; and broader space- and defense-market opportunities. Risks include regulatory and launch-licensing requirements; operational execution and development timelines; competitive market conditions; customer adoption and the conversion of capabilities into funded contracts; capital requirements; government-contracting risk; and macroeconomic and industry conditions, as well as other risks detailed in the Company's filings with the U.S. Securities and Exchange Commission. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date made; the publisher undertakes no obligation to update or revise them except as required by applicable law.Logo: https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg  View original content:https://www.prnewswire.com/news-releases/a-former-nasa-deputy-administrator-just-joined-the-company-flying-the-worlds-only-mach-2-commercial-jet-fleet-302811814.html Original: A Former NASA Deputy Administrator Just Joined the Company Flying the World's Only Mach 2+ Commercial Jet Fleet

BlackSky to Participate at Three Upcoming Investor ConferencesMay 21, 2026 4:30 PM
Business Wire BlackSky Technology Inc. (NYSE: BKSY) will participate in the following upcoming investor events in May and June. 2026 Jefferies Virtual Space Summit
Date: Tuesday, May 26, 2026
Fireside Chat: Henry Dubois, BlackSky chief financial officer
23rd Annual Craig-Hallum Institutional Investor Conference
Date: Thursday, May 28, 2026
Location: Depot Renaissance Hotel (Minneapolis, MN)
Morgan Stanley National Security Innovation Summit
Date: Monday, June 15, 2026
Location: Morgan Stanley Headquarters (NYC) For more information about the events or to schedule a one-on-one meeting with BlackSky Technology, please contact a sales representative at the sponsoring firm. About BlackSky Technology Inc. BlackSky is a real-time, space-based intelligence company that delivers on-demand, high frequency imagery, analytics, and high-frequency monitoring of the most critical and strategic locations, economic assets, and events in the world. BlackSky owns and operates one of the industry’s most advanced, purpose-built commercial, real-time intelligence systems that combines the power of the BlackSky Spectra® tasking and analytics software platform and our proprietary low earth orbit satellite constellation. With BlackSky, customers can see, understand and anticipate changes for a decisive strategic advantage at the tactical edge, and act not just fast, but first. BlackSky is trusted by some of the most demanding U.S. and international government agencies, commercial businesses, and organizations around the world. BlackSky is headquartered in Herndon, VA, and is publicly traded on the New York Stock Exchange as BKSY. To learn more, visit www.blacksky.com and follow us on X (Twitter). View source version on businesswire.com: https://www.businesswire.com/news/home/20260521328099/en/ Investor Contact
Aly Bonilla
abonilla@blacksky.com Media Contact
Pauly Cabellon
bksypr@blacksky.com Original: BlackSky to Participate at Three Upcoming Investor Conferences

Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (BKSY) 1Q26May 7, 2026 5:04 PM
Newsfile Dallas, Texas--(Newsfile Corp. - May 7, 2026) - BlackSky Technology, Inc. (NYSE: BKSY): Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (NYSE: BKSY). BKSY's 1Q26 marked a clearer Gen-3 commercialization inflection, with accelerating sovereign contract adoption, improving in-year revenue visibility, and management raising FY26 revenue and adj. EBITDA guidance. While reported revenue remained affected by Mission Solutions timing, the more important development was the continued scaling of higher-margin Gen-3 subscription services and the operational expansion of the constellation to four satellites, enabling daily revisit rates for 35cm imagery across key regions of interest worldwide. In our view, the quarter further supports BKSY's positioning within commercial geospatial intelligence as recurring subscription mix, backlog conversion, and operating leverage continue improving. To view the full announcement, including downloadable images, bios, and more, click here. Key Takeaways: Gen-3 commercialization is accelerating. BKSY announced up to $160M of new wins, with early pilots converting into larger recurring subscription awards. FY26 visibility improved. Management raised revenue guidance to $130M-$150M and adj. EBITDA to $12M-$24M, while maintaining CapEx guidance. Constellation scale is improving the margin setup. Four Gen-3 satellites are now operational, supporting daily 35cm revisit capability, with at least eight expected on orbit by year-end. Click image above to view full announcement. About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies. Contacts: Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296585 Original: Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (BKSY) 1Q26

BlackSky Secures Next Wave of Gen-3 On-Demand Customers in Q1May 5, 2026 8:30 AM
Business Wire Rapid integration of high-performance 35-centimeter imagery and analytics data into customer operations during Gen-3 Early Access periods driving longer term subscription opportunities BlackSky Technology Inc. (NYSE: BKSY) secured more than two dozen new customers for Gen-3 On-Demand subscription services during the first quarter from an expanding U.S. and international customer base. The rapid integration of best-in-class 35-centimeter imagery and exceptional AI analytics into customer operations during Gen-3 Early Access periods is driving opportunities for longer term agreements. “These initial On-Demand contracts give us strong visibility into the next wave of Gen-3 customers,” said Brian O’Toole, BlackSky CEO. “BlackSky is successfully capturing new customers and transitioning these accounts — many of which start out as small pilot programs — into larger, long-term subscriptions. Subscription-based contracts tend to be low-churn and drive predictable revenue growth as part of our land-and-expand strategy.” The introduction of daily Gen-3 service worldwide and the rapid integration of its fourth Gen-3 satellite have accelerated the number of On-Demand commitments from customers supporting their critical real-time operations. BlackSky's On-Demand customers represent a growing global customer base operating within a broad array of national security and economic indicator missions. “Demand for Gen-3 continues to be very strong. These subscriptions grow our pipeline and collectively demonstrate the repeatability and proven scalability of BlackSky’s commercial subscription services in support of critical regional and global high cadence monitoring operations at machine speed and scale,” said O’Toole. On-Demand offers real-time, high-cadence imagery and analytics for organizations with many areas of interest across large regions or the entire globe. Customers can monitor critical locations anywhere on Earth as change unfolds with flexible priority tasking levels and access to historical archive imagery and partner data. About BlackSky BlackSky is a real-time, space-based intelligence company that delivers on-demand, high frequency imagery, analytics, and high-frequency monitoring of the most critical and strategic locations, economic assets, and events in the world. BlackSky owns and operates one of the industry’s most advanced, purpose-built commercial, real-time intelligence systems that combines the power of the BlackSky Spectra® tasking and analytics software platform and our proprietary low earth orbit satellite constellation. With BlackSky, customers can see, understand and anticipate changes for a decisive strategic advantage at the tactical edge, and act not just fast, but first. BlackSky is trusted by some of the most demanding U.S. and international government agencies, commercial businesses, and organizations around the world. BlackSky is headquartered in Herndon, VA, and is publicly traded on the New York Stock Exchange as BKSY. To learn more, visit www.blacksky.com and follow us on X. Forward-Looking Statements Certain statements in this press release may contain forward-looking statements within the meaning of the federal securities laws with respect to BlackSky. These forward-looking statements generally are identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this document. If any of these risks materialize or underlying assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. In addition, forward-looking statements reflect our expectations, plans, or forecasts of future events and views as of the date of this communication. We anticipate that subsequent events and developments will cause their assessments to change. Accordingly, forward-looking statements should not be relied upon as representing our views as of any subsequent date, and we do not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws. Additional risks and uncertainties are identified and discussed in BlackSky’s disclosure materials filed from time to time with the SEC which are available at the SEC’s website at http://www.sec.gov or on BlackSky’s Investor Relations website at https://ir.blacksky.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260505141802/en/ Investor Contact
Aly Bonilla
VP, Investor Relations
abonilla@blacksky.com Media Contact
Pauly Cabellon
Sr. Director, External Communications
bksypr@blacksky.com Original: BlackSky Secures Next Wave of Gen-3 On-Demand Customers in Q1

The Space Economy's $71 Billion Bottleneck Is Creating a New Class of WinnersApril 29, 2026 9:45 AM
PR Newswire (US)

Issued on behalf of Starfighters Space, Inc.CAPE CANAVERAL, Fla., April 29, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — The U.S. Space Force is now working with a proposed $71 billion budget, including $40 billion dedicated to research and development of new space infrastructure[1]. That is not a typo. And the money is arriving faster than the facilities, workforce, and materials pipeline can absorb it. On the materials side, demand for aerospace and defense thermoplastic composites jumped 32% year over year to $731 million in 2026[2], a growth rate that points to a widening gap between what the defense industrial base needs and what the supply chain can actually deliver. That structural mismatch is funneling institutional capital toward the companies that sit closest to the bottleneck: Starfighters Space (NYSE-A: FJET), Rocket Lab (NASDAQ: RKLB), Karman (NYSE: KRMN), BlackSky Technology (NYSE: BKSY), and Hexcel (NYSE: HXL).







The chairman of the House Armed Services Committee made it official at the 41st Space Symposium: a $1 trillion baseline defense budget is now the permanent floor[3], locking in the fiscal architecture behind Golden Dome, proliferated constellations, and hypersonic development for years to come. The Pentagon then put a finer point on where the constraint actually sits, awarding $150 million to modernize instrumentation at Reagan Test Range[4], its primary facility for validating hypersonic and reentry systems. The signal is clear: flight-test throughput is the binding constraint on the entire value chain, and capital is rotating toward the propulsion, composites, and validation platforms that can close the gap.Starfighters Space (NYSE-A: FJET) just expanded its technical interchange with Blackstar Orbital, broadening the scope of their collaboration well beyond initial vehicle integration. Announced at the 41st Space Symposium in Washington, the updated agreement now covers integration engineering, carriage and release simulations, wind tunnel testing, telemetry and data systems, safety planning, and range coordination for Blackstar's SpaceDrone on the Starfighters F-104 platform.READ MORE ON Starfighters Space, Inc. HEREThe two companies first locked in a partnership earlier this year to flight-test Blackstar's reusable hypersonic spacecraft, which launches like a traditional satellite payload and returns to Earth like a spaceplane. Starfighters has already transferred physical hardware to support the next phase of evaluation, including a BL-75 complete assembly, counterbalance, sway braces, and a jettison piston at the Shuttle Landing Facility. The program is structured as a step-by-step process, with any move from feasibility into actual flight testing subject to a separate written agreement."This collaboration now covers a broader technical work program than vehicle integration alone," said Tim Franta, CEO of Starfighters Space. "That stepwise approach is how Starfighters helps customers move from concept toward flight readiness.""The expanded technical interchange gives Blackstar a structured path to validate vehicle interfaces, operational conditions, data requirements, and release planning with Starfighters' F-104 platform," said Christopher Jannette, CEO of Blackstar Orbital.The Blackstar deal adds to a growing list of partnerships. Starfighters recently signed on with Mu-G Technologies to pursue microgravity flight missions for NASA, universities, and commercial research customers. It also expanded operations at Midland International Air and Space Port in Texas, where it now stages four F-104 aircraft and 14 engines, with plans to double that footprint within 18 months. On the development side, the company is advancing toward Critical Design Review on its STARLAUNCH 1 air-launch rocket program after completing wind tunnel testing that confirmed clean vehicle separation with no adverse aerodynamic interactions.Starfighters operates the only commercial fleet in the free world capable of carrying underwing test payloads at sustained speeds above Mach 2, or more than 1,500 miles per hour. Headquartered at NASA's Kennedy Space Center in Florida alongside tenants like SpaceX and Blue Origin, the company is building a multi-mission business across air launch, hypersonic testing, microgravity research, and specialized flight services anchored by a supersonic fleet that remains one of a kind in the private sector.In other industry developments:Rocket Lab (NASDAQ: RKLB) introduced Gauss, an in-house designed Hall thruster electric propulsion system targeting high-volume production for commercial and national security satellite constellations, with a manufacturing line capable of producing more than 200 thrusters per year. Gauss features heaterless cathode technology for instantaneous start, magnetic shielding to extend operational lifetime, GaNFet-based electronics for optimized performance, and an ITAR/EAR-free design suited to a wide range of LEO constellation applications."Proliferated constellations are now the norm for commercial and national security space users, but the propulsion systems needed to maneuver these spacecraft in orbit have simply not been reliably available at any kind of scale," said Sir Peter Beck, founder and CEO of Rocket Lab. "Rocket Lab is solving this bottleneck with Gauss."The Gauss thruster delivers higher specific impulse than traditional chemical propulsion, allowing spacecraft to carry less propellant while achieving strong performance for long-duration missions and satellite station-keeping within constellations. Rocket Lab has deployed more than 250 payloads across more than 85 missions and continues expanding its end-to-end space systems business spanning launch services, spacecraft manufacturing, components, and on-orbit management.Karman (NYSE: KRMN) reported record fiscal year 2025 results with annual revenue of $471.5 million, up 36.6% year-over-year, non-GAAP adjusted EBITDA of $145.3 million, up 36.9%, and record backlog of $801.1 million, up 38.2%, following a successful IPO and $1.2 billion secondary offering during the year. Fourth-quarter revenue of $134.5 million grew 47.4% year-over-year, with net income surging 358% to $7.7 million, driven by accelerating demand for next-generation space and defense solutions."Our team delivered outstanding results in 2025, with 37 percent revenue growth, 37 percent adjusted EBITDA growth and strategic investments designed to satisfy accelerating customer demand for our solutions," said Jon Rambeau, CEO of Karman. "Our recent acquisition of Seemann Composites and MSC positions us as an all-domain provider, from deep sea to deep space, in support of national defense and the growing space economy."Karman raised its 2026 revenue outlook to $715 million to $730 million and adjusted EBITDA guidance to $207 million to $218 million, reflecting expanded capabilities in composites and resin systems. The company upsized its revolving credit facility to $150 million, reinforcing its financial position to pursue continued growth in the accelerating national security and commercial space access markets.BlackSky Technology (NYSE: BKSY) was awarded a multi-year, sole-source $99 million U.S. government IDIQ contract for advanced, next-generation space capabilities, with an initial $2 million task order to accelerate the design of a large aperture optical payload for Earth observation and space domain awareness platforms. The contract is expected to advance innovations in optical imaging, high-cadence Earth monitoring, and observing objects in low Earth, geostationary, and cis-lunar orbits beyond the scope of current Gen-2 and Gen-3 systems."This award validates and leverages our investments in leap ahead space technologies that feature next generation space architectures as part of our long-term constellation roadmap," said Brian O'Toole, CEO of BlackSky Technology. "With U.S. government collaboration, we can accelerate these critical technologies as part of multi-year advanced technology development program. In order to demonstrate the scale and impact of these new technologies we'll be focused on quickly fielding advanced systems that combine future-generation payloads with an evolution of our proven Gen-3 space architecture."BlackSky Technology is developing satellites under this contract expected to function as on-orbit data storage and processing hubs compatible with AI-enabled communications environments and future launch vehicles, extending the company's mission-oriented space intelligence architecture.Hexcel (NYSE: HXL) celebrated the successful roll-out of the Dassault Aviation Falcon 10X, a next-generation business jet in which Hexcel supplies structural prepregs for the entire wing following its selection to the program in 2022. The company's M21E/IMA prepreg, developed in collaboration with Dassault Aviation's technical teams, delivers the weight savings, stiffness, and fatigue resistance required by the Falcon 10X wing structure, reinforcing Hexcel's position as a materials partner across high-performance commercial aerospace programs."Our partnership with Dassault exemplifies how Hexcel's expertise in lightweight, advanced carbon fiber composites drive the next generation of high-performance aircraft," said Tom Gentile, Chairman, CEO and President of Hexcel. "We are proud to support Dassault in ensuring the durability, efficiency, and competitive edge of the Falcon 10X throughout its service life with a full composite wing."Hexcel is a global leader in advanced lightweight composites technology serving commercial aerospace, defense and space, and industrial markets, with its carbon fiber, prepregs, and engineered core materials enabling performance and efficiency across the world's most demanding aircraft platforms.Article Source: Equity-Insider.comCONTACT:EQUITY INSIDER
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by Equity Insider on behalf of Market IQ Media Group Inc. ("MIQ"). Regarding this publication, MIQ has NOT been paid a fee for Starfighters Space, Inc. advertising or digital media from Creative Digital Media Group ("CDMG"). There may be 3rd parties who may have shares of Starfighters Space, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. The owner/operator of MIQ does not currently own shares of Starfighters Space, Inc. but reserves the right to buy and sell, and will buy and sell shares of Starfighters Space, Inc. at any time without any further notice commencing immediately and ongoing. This potential for trading constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this, individuals are strongly encouraged to not use this publication as the basis for any investment decision. Please let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been reviewed and approved on behalf of Starfighters Space, Inc. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.SOURCES:https://www.spacefoundation.org/2026/04/16/symposium-panelists-education-industry-and-government-must-align-to-grow-space-workforce/https://www.stratviewresearch.com/299/aerospace-&-defense-thermoplastic-composites-market.htmlhttps://www.defenseone.com/policy/2026/04/hasc-chair-trillion-dollar-defense-budgets-are-new-normal-reconciliation-less-certain/412806/https://defence-blog.com/pentagon-upgrades-its-hypersonic-weapon-test-range/ Logo - https://mma.prnewswire.com/media/2840019/5944181/Equity_Insider_Logo.jpg



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Original: The Space Economy's $71 Billion Bottleneck Is Creating a New Class of Winners

BlackSky to Host First Quarter 2026 Results Conference CallApril 16, 2026 4:30 PM
Business Wire
BlackSky Technology Inc. (NYSE: BKSY) will host a live webcast and conference call to discuss first quarter 2026 financial results and its business outlook on Thursday, May 7, 2026, at 8:30 a.m. EDT. A press release with BlackSky’s financial results will be released in advance of the conference call that same day.


To access the live webcast, please click here or visit the company’s investor relations website at http://ir.blacksky.com and then select “News & Events”. To eliminate wait times, conference call participants may pre-register here. After registering, a confirmation email will be sent with access details. The webcast and conference call will be archived on the investor relations website following completion of the call.


About BlackSky


BlackSky is a real-time, space-based intelligence company that delivers on-demand, high frequency imagery, analytics, and high-frequency monitoring of the most critical and strategic locations, economic assets, and events in the world. BlackSky owns and operates one of the industry’s most advanced, purpose-built commercial, real-time intelligence system that combines the power of the BlackSky Spectra® tasking and analytics software platform and our proprietary low earth orbit satellite constellation.


With BlackSky, customers can see, understand and anticipate changes for a decisive strategic advantage at the tactical edge, and act not just fast, but first. BlackSky is trusted by some of the most demanding U.S. and international government agencies, commercial businesses, and organizations around the world. BlackSky is headquartered in Herndon, VA, and is publicly traded on the New York Stock Exchange as BKSY. To learn more, visit www.blacksky.com and follow us on X (Twitter).

View source version on businesswire.com: https://www.businesswire.com/news/home/20260416139498/en/
Investor Contact

Aly Bonilla

abonilla@blacksky.com


Media Contact

Pauly Cabellon

pcabellon@blacksky.com


Original: BlackSky to Host First Quarter 2026 Results Conference Call

BlackSky Awarded Multi-Year Sole-Source $99 Million US Government IDIQ Contract for Advanced, Next Generation CapabilitiesMarch 31, 2026 8:45 AM
Business Wire
Company received initial $2 million in funding to accelerate design for advanced large aperture payload for next generation Earth observation and space domain awareness platforms


BlackSky Technology Inc. (NYSE: BKSY) was awarded a multi-year, sole-source $99 million U.S. government IDIQ contract for advanced, next generation capabilities. The company received an initial $2 million to accelerate the design of an advanced large aperture optical payload for Earth observation and space domain awareness platforms.


“This award validates and leverages our investments in leap ahead space technologies that feature next generation space architectures as part of our long-term constellation roadmap,” said Brian O’Toole, BlackSky CEO. “With U.S. government collaboration, we can accelerate these critical technologies as part of multi-year advanced technology development program. In order to demonstrate the scale and impact of these new technologies we’ll be focused on quickly fielding advanced systems that combine future-generation payloads with an evolution of our proven Gen-3 space architecture.”


This AFRL contract serves to develop additional commercial space-based intelligence capabilities and mission applications distinct from those addressed by current Gen-2 and Gen-3 monitoring systems and the company’s future AROS broad area search system. The contract is expected to advance innovations for optical imaging and overall platform-level utility and support more novel applications in high-cadence Earth monitoring and observing objects in low Earth, geostationary and cis-lunar orbits.


“We will leverage the unique, highly scalable core technology of Gen-3 into every incremental advancement along our roadmap looking at the AROS broad area search system as the next step into the more expansive very large-aperture optical imagery capabilities covered by this contract. These advancements will enable very high-resolution imaging and collection performance combined with low latency space-based communications,” said O’Toole.


The satellites developed under this contract are expected to operate as both a data storage and processing hub and be compatible with on-orbit data centers in space, i.e. a ubiquitous AI-enabled communications environment. Satellites developed under this effort are also expected to integrate with current and future launch vehicles.


From the establishment of our foundational Gen-2 capabilities through the evolution of Gen-3 and future AROS systems, BlackSky has strategically developed and deployed a unique mission-oriented AI-enabled architecture purpose-built to meet current and future demands for dynamic, real-time monitoring. With speed as a focal point across our entire enterprise, this critical software-oriented architecture, brought together with our vertically integrated advanced satellite manufacturing capabilities, has informed our ability to rapidly place on-orbit the world’s most advanced space-based intelligence system.


About BlackSky


BlackSky is a real-time, space-based intelligence company that delivers on-demand, high frequency imagery, analytics, and high-frequency monitoring of the most critical and strategic locations, economic assets, and events in the world. BlackSky owns and operates one of the industry’s most advanced, purpose-built commercial, real-time intelligence systems that combines the power of the BlackSky Spectra® tasking and analytics software platform and our proprietary low earth orbit satellite constellation.


With BlackSky, customers can see, understand and anticipate changes for a decisive strategic advantage at the tactical edge, and act not just fast, but first. BlackSky is trusted by some of the most demanding U.S. and international government agencies, commercial businesses, and organizations around the world. BlackSky is headquartered in Herndon, VA, and is publicly traded on the New York Stock Exchange as BKSY. To learn more, visit www.blacksky.com and follow us on X.


Forward-Looking Statements


Certain statements in this press release may contain forward-looking statements within the meaning of the federal securities laws with respect to BlackSky. These forward-looking statements generally are identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this document. If any of these risks materialize or underlying assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. In addition, forward-looking statements reflect our expectations, plans, or forecasts of future events and views as of the date of this communication. We anticipate that subsequent events and developments will cause their assessments to change. Accordingly, forward-looking statements should not be relied upon as representing our views as of any subsequent date, and we do not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws. Additional risks and uncertainties are identified and discussed in BlackSky’s disclosure materials filed from time to time with the SEC which are available at the SEC’s website at http://www.sec.gov or on BlackSky’s Investor Relations website at https://ir.blacksky.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260331722359/en/
Investor Contact

Aly Bonilla

VP, Investor Relations

abonilla@blacksky.com


Media Contact

Pauly Cabellon

Sr. Director, External Communications

bksypr@blacksky.com


Original: BlackSky Awarded Multi-Year Sole-Source $99 Million US Government IDIQ Contract for Advanced, Next Generation Capabilities

Seems the recent subscribers for Blacksky's services are satisfied to the point of re- upping. Seems we have a winner here. Nice low OS and a growing backlog of to- be subscribers.

Kind of like early NETFLIX. Hook ' em with a low entry price, then get them really addicted to the service. Bill accordingly .

This is looking like a fine growth stock .

THV

Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (BKSY) 4Q25February 27, 2026 9:28 AM
NewsfileDallas, Texas--(Newsfile Corp. - February 27, 2026) - BlackSky Technology, Inc. (NYSE: BKSY): Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (NYSE: BKSY). BKSY reported revenue, adj EBITDA, and EPS of $35.2M, $8.8M, and ($0.02), respectively. This compares to our/consensus estimates of $41.1M/$36.1M, $11.1M/$7.2M, and ($0.18)/($0.28). Imagery and Software Analytical Services revenue declined to $14.5M (-17% y/y), with management remaining cautious amid EOCL-related budget uncertainty. Mission Solutions rose to $9.5M (vs. $1.0M last year) on a new international Gen-3 contract and milestone deliveries. Professional and Engineering Services slipped to $11.2M from $11.9M y/y due to project timing. Adjusted EBITDA increased to $8.8M from $7.4M on higher revenue and cost discipline, while gross margin improved to 72.6% from 65.3% in 3Q25. To view the full announcement, including downloadable images, bios, and more, click here. Key Takeaways: $240M+ new awards lifted backlog to $345M, mostly international Gen-3. FY26 guidance implies continued investment in scaling capacity. Adjusted EBITDA increased to $8.8M and gross margin expanded to 72.6%, supported by improved mix and cost discipline. Click image above to view full announcement. About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies. Contacts: Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285641
Original: Stonegate Capital Partners Updates Coverage on BlackSky Technology, Inc. (BKSY) 4Q25

Blacksky SOLD a gen-3 satellite? I did not understand they offer them for sale.

Buy: Sell ratio today( before sales figures come out tomorrow) is 2:1 an noon., EST.

With an 0S of only 36M and 8 figure contract in hand just after putting a 7 figure contract in that same hand I'd say this is worth buying more of it.

THV

Global Defense Budgets Surge as Nations Fast-Track AI and Counter-Drone SystemsFebruary 24, 2026 10:36 AM
PR Newswire (Canada)

Issued on behalf of VisionWave Holdings, Inc.NEW YORK, Feb. 24, 2026 /CNW/ -- Equity Insider News Commentary — India has unveiled a record defense budget of approximately $87 billion for fiscal year 2026, representing a 15% increase that signals the country's accelerating investment in multi-layered air defense systems and indigenous military technology[1]. Across Europe, the European Union has launched its SAFE initiative, mobilizing up to $178 billion in defense upgrades as member states move to strengthen continental security infrastructure[2]. Companies positioning at the intersection of counter-drone technology, space-based defense intelligence, and AI-driven military platforms include ParaZero Technologies (TASE: PRZO), BlackSky Technology (NYSE: BKSY), Redwire (NYSE: RDW), and Safe Pro Group (NASDAQ: SPAI).







The United Kingdom's Ministry of Defence faces an additional funding requirement of £28 billion over the next four years as the government targets defense spending at 3% of GDP by 2029[3]. Meanwhile, the Pentagon is advancing counter-drone sensor demonstrations scheduled for spring 2026, designed to protect critical domestic infrastructure from evolving unmanned aerial threats[4]. These converging defense priorities are creating demand across the aerospace and security sectors for advanced counter-UAS platforms, orbital intelligence capabilities, and AI-enhanced operational systems.VisionWave Holdings (NASDAQ: VWAV) has executed a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified aerospace manufacturer based in Modi'in, Israel. C.M. produces structural composite assemblies utilized in Israel's multi-layer missile defense architecture publicly known as Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization.For fiscal year 2025, C.M. reported approximately $17.3 million in revenue and $3.0 million in net income before tax under IFRS standards. An independent valuation prepared by BDO Consulting Group placed the company at $50 million. VisionWave will issue 250,000 shares for the majority interest, retaining an option to acquire the remaining 49%. Comprehensive due diligence spanned 64 continuous days of on-site inspections in Israel, covering aerospace-grade production lines, autoclave capabilities, and certification compliance."With the previously announced $10 million QSpeed™ Statement of Work and now entering into a definitive agreement to acquire majority control of a certified aerospace composite manufacturer embedded in active missile defense programs, VisionWave is building both the computational acceleration layer and the regulated manufacturing foundation," said Douglas Davis, Interim CEO & Executive Chairman of VisionWave. "We believe integrating advanced software acceleration into certified aerospace production infrastructure creates a differentiated industrial model."The acquisition builds on VisionWave's recently entered into $10 million Statement of Work for qSpeed-Mine™, a mining acceleration platform built on the company's QuantumSpeed computational acceleration engine. Management believes integrating QSpeed™ into C.M.'s certified manufacturing environment could optimize production sequencing and reduce process-cycle bottlenecks. C.M. has also identified India as a strategic next-stage growth market as the country continues expanding its multi-layered air defense systems, including ongoing Barak 8 deployments.The company's wholly owned subsidiary Solar Drone recently reported executive meetings in Italy advancing business development for drone cleaning solutions targeting select Middle Eastern markets, following earlier live demonstrations of the technology and a strategic distribution agreement covering commercial operations in Italy and Spain.VisionWave also demonstrated real-world performance of SaverOne's RF-based Vulnerable Road User detection system before a major vehicle manufacturer, identifying pedestrians and cyclists in live field conditions. The company established a $7.0 million strategic exchange with SaverOne that could yield 51% fully diluted ownership, while continuing to advance its dual-market autonomous systems platform integrating QuantumSpeed™ and RF-based defense capabilities.CONTINUED… Read this and more news for VisionWave Holdings at:
https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/In other industry developments:ParaZero Technologies (TASE: PRZO) has secured an additional order from a second branch of an Israeli defense entity for its DefendAir counter-UAS solution, building on a successful first deployment earlier this year. The expanded contract includes specialized net-launchers designed for rapid deployment in urban and field environments, interception pods compatible with handheld, stationary, and drone-mounted configurations, and a comprehensive training package for operational readiness."We are thrilled to deepen our partnership with leading Israeli Defense Entities through this second order form an additional branch," said Ariel Alon, CEO of ParaZero. "We believe that DefendAir represents a paradigm shift in counter-drone technology, and this contract validates our commitment to delivering reliable, innovative solutions that enhance national security. We look forward to potentially supporting more defense entities around the world with our cutting-edge systems and expert training."Recent demonstrations have achieved 100% interception rates against high-speed threats including FPV kamikaze drones and heavy-lift logistics platforms. The system's non-explosive, patent-protected net-launching mechanism offers a cost-effective alternative to traditional counter-drone methods across multiple deployment configurations.BlackSky Technology (NYSE: BKSY) reported over $60 million in new contract awards during the third quarter of 2025, driven by strong international demand for its space-based intelligence solutions. The company's backlog reached $322.7 million, with approximately 91% derived from international contracts as sovereign nations accelerate acquisition of Gen-3 tactical ISR services."Strong international demand for our space-based intelligence solutions drove over $60 million in new contract awards," said Brian E. O'Toole, BlackSky CEO. "Significant international opportunities for commercial imagery, analytics, and sovereign solutions are outpacing the near-term U.S. government business. Sovereign nations around the world are recognizing the best-in-class capability of our Gen-3 satellites at a time when they are increasing their budgets and accelerating acquisition cycles."The company ended the quarter with $147.6 million in cash, restricted cash, and short-term investments, positioning it to continue building out its constellation. BlackSky has also won a multi-year contract valued at over $30 million with a strategic international defense customer to deliver high-cadence Gen-3 tactical ISR services at scale.Redwire (NYSE: RDW) has been awarded a $44 million contract from DARPA to advance the Otter Very Low Earth Orbit mission, designed to demonstrate the world's first air-breathing spacecraft and advance next-generation orbital capabilities. The phase 2 contract provides funding to complete manufacturing and deliver the SabreSat orbital drone platform to launch."VLEO represents an exciting new frontier for defense, intelligence, and communications missions. Through our work with DARPA, we are accelerating the development of cutting-edge capabilities that will define the future of this domain," said Tom Campbell, President, Space Missions at Redwire. "With Otter and our SabreSat platform, we are delivering higher-performance missions at lower altitudes: improving sensor perception and proximity to targets of interest, increasing revisit, reducing latency, and redefining mission resilience."The award strengthens Redwire's leadership in VLEO capabilities, complementing its role as prime contractor for the European Space Agency's Skimsat mission and its digital engineering work for DeepSat's planned VLEO constellation. The company continues to build its portfolio of advanced space and defense technology solutions.Safe Pro Group (NASDAQ: SPAI) projects over 500% year-over-year revenue growth in the first quarter of 2026, driven by initial deliveries under a recently awarded U.S. Government subcontract supporting deployment of the company's AI-powered edge processing platform. The milestone marks a transition from development-stage operations into revenue-generating government programs."The first quarter of 2026 represents a transformational period for Safe Pro," said Dan Erdberg, Chairman and Chief Executive Officer of Safe Pro Group. "We believe global demand for AI-enabled drone intelligence and American defense technology is entering a sustained growth cycle. Initial government revenue validates our technology platform and positions Safe Pro for continued operational expansion."The company's patented SPOTD technology enables rapid analysis of drone imagery to identify potential explosive hazards at the tactical edge. A $14 million PIPE financing completed in Q4 2025, with strategic investments from Ondas Holdings and Unusual Machines, supports manufacturing scale-up and government contracting execution as Safe Pro expands engagements with domestic and allied defense agencies.Article Source: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:
EQUITY INSIDER
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an ofer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:https://www.thehindu.com/business/budget/union-budget-2026-defence-budget-pegged-at-785-lakh-crore-15-increase-over-current-fiscal/article70578012.ecehttps://www.theatlantic.com/international/2026/02/european-union-defense-spending/685983/https://www.bbc.co.uk/news/articles/cpqwl10lvr2ohttps://www.defensenews.com/news/pentagon-congress/2026/02/13/pentagon-wants-counter-drone-sensors-to-protect-us-infrastructure-and-fast/Logo: https://mma.prnewswire.com/media/2840019/5821106/Equity_Insider_Logo.jpg



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Original: Global Defense Budgets Surge as Nations Fast-Track AI and Counter-Drone Systems

Why "Seeing Everything" Just Became a Defense Budget PriorityFebruary 11, 2026 8:05 AM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.NEW YORK, Feb. 11, 2026 /PRNewswire/ -- Equity Insider News Commentary – The world's militaries have a blind spot problem, and they're writing big checks to fix it. The global space-based C4ISR sector is on track to hit $3.4 billion in 2026, growing at a 7.5% clip as nations race to deploy satellite constellations for real-time intelligence[1]. At the same time, the defense geospatial market is swelling to $148 billion this year, driven by AI analytics that fuse satellite imagery, RF sensing, and ground-level data into a single operational picture[2]. That convergence of orbital and terrestrial perception is drawing institutional capital toward a handful of companies building the infrastructure for total situational awareness: VisionWave Holdings, Inc. (NASDAQ: VWAV), SaverOne (NASDAQ: SVRE), BlackSky Technology (NYSE: BKSY), Planet Labs (NYSE: PL), and Comtech Telecommunications (NASDAQ: CMTL).







The numbers keep reinforcing the thesis. Analysts project the global space militarization market will reach $63.38 billion in 2026, underwritten by investments in space-based sensors, domain monitoring, and AI-integrated defense systems[3]. Meanwhile, defense communication intelligence has grown into a $23.34 billion market, confirming that multi-domain awareness; from orbit to the tactical edge; has become the primary value driver institutions are pricing into the 2026 cycle[4].VisionWave Holdings Inc. (NASDAQ: VWAV) demonstrated compelling real-world performance of SaverOne's RF-based Vulnerable Road User detection system before a major global commercial vehicle manufacturer. The live test proved the technology can locate pedestrians in conditions where conventional sensors break down, specifically total darkness and scenarios where individuals are hidden behind parked vehicles. For retail investors unfamiliar with the space, this matters because current autonomous safety systems still rely heavily on cameras that need clear sightlines to function.SaverOne's system works differently. Instead of requiring direct visual contact with a person, it uses radio-frequency sensing to detect the mobile devices pedestrians carry. That means the vehicle's awareness extends beyond what any camera or human eye can reach, giving operators and autonomous platforms a wider detection window before a threat becomes visible.During controlled field testing, the VRU platform activated as soon as the test vehicle began moving, identifying nearby pedestrians before any visual cue appeared on screen. Alert displays escalated from initial warnings to urgent notifications as individuals moved into the vehicle's path. The system successfully detected two separate pedestrians concealed behind parked cars, and maintained full functionality in pitch darkness. The test conditions were specifically designed to push real-world deployment limits."This demonstration shows what happens when perception is no longer limited by line-of-sight," said Dr. Danny Rittman, Chief Technology Officer of VisionWave. "The system detects human presence and movement where cameras and the human eye cannot, providing earlier awareness and more time to react. We believe this capability may represent an advancement in how vehicles and platforms understand their surroundings in certain use cases."The underlying technology should not be confused with radar or LiDAR. RF-based detection analyzes electromagnetic interactions with mobile devices, which allows it to track human movement through physical obstacles, poor weather, and cluttered urban environments where vision-based systems lose reliability.VisionWave established a strategic exchange agreement with SaverOne in a three-stage deal worth $7.0 million. Contingent on milestone achievement and shareholder approval, VisionWave could control roughly 51% of SaverOne on a fully diluted basis. The company is now evaluating whether VRU architecture can scale into defense and security applications, including unmanned aerial systems, unmanned ground vehicles, and stationary installations where detecting concealed humans is critical.VisionWave develops artificial intelligence, RF sensing, autonomous systems, and computational acceleration platforms for unmanned operations. The firm advanced capabilities across dual markets, progressing RF defense technology and QuantumSpeed asset integration. VisionWave acquired QuantumSpeed at a $99.6 million independent valuation and integrates it with proprietary qSpeed acceleration systems. VisionWave continues expanding into Southern Europe through distribution partnerships in Italy and Spain for critical infrastructure maintenance.CONTINUED… Read this and more news for VisionWave Holdings at:
https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/BlackSky Technology (NYSE: BKSY) secured multiple Gen-3 Assured services contracts totaling seven figures with a new international defense customer following an early access period. The expansion demonstrates rapid customer adoption of advanced space-based dynamic monitoring capabilities supporting time-sensitive tactical ISR operational needs."This partnership reflects continued traction against our land-and-expand strategy and demonstrates the growing recognition that dynamic space-based intelligence is no longer optional—it's essential," said Brian O'Toole, CEO of BlackSky Technology. "Assured gives our customers guaranteed, priority access to Gen-3 capacity over their operational areas of interest."The Gen-3 platform provides customers with expanded applications for tactical ISR and strategic intelligence operations through automated detection and classification capabilities. BlackSky Technology delivers on-demand, high-frequency imagery enabling customers to see, understand and anticipate changes for decisive strategic advantage at the tactical edge.Planet Labs (NYSE: PL) signed a multi-year low nine-figure agreement with the Swedish Armed Forces to rapidly deliver a suite of satellites, space-based data and awareness solutions supporting peace and security operations. The agreement marks the company's third Satellite Services contract in twelve months with over half a billion dollars across contracts supporting national security needs of Japan via JSAT and in collaboration with Germany."Europe needs its own eyes, and Sweden is leading the way by rapidly securing its own comprehensive space capability," said Will Marshall, CEO and Co-Founder of Planet Labs. "By leveraging Planet's scaled production line and agile aerospace methodology, Sweden achieves both the speed and long-term sovereignty they require, without compromise."Through the contract, Sweden will own a suite of cutting-edge satellites with access to high-resolution data and intelligence solutions. Planet Labs has successfully launched over 600 satellites to date providing near-daily scans of Earth's landmass and tens of millions of square kilometers of global oceans with the company announcing its forthcoming Owl constellation designed to deliver near-daily 1-meter class imagery.Comtech Telecommunications (NASDAQ: CMTL) received a contract worth over $5 million to supply advanced electronic components and engineering services supporting a key civil space exploration program. The follow-on award enables a leading aerospace and defense prime contractor to deliver innovative technologies helping the U.S. explore new areas of the lunar surface."We are honored to support this critical civil space program, and this award demonstrates the trust of our partners as we continue to deliver mission-critical technologies and services for some of the most high-profile space missions in the world," said Daniel Gizinski, President of Comtech Telecommunications Satellite & Space Communications Segment. "With the global space industry projected to grow to $1.8 trillion by 2035, we anticipate continued demand from our key space components customers."As a trusted end-to-end microelectronics supplier, Comtech Telecommunications has provided comprehensive parts procurement and supply chain management for space-bound customers worldwide since 1976. The company maintains relationships with demanding organizations including NASA and the Department of Defense for management of critical space components.Article Sources: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:
Equity Insider
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an ofer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.  This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described.  Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially.  VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:https://www.globenewswire.com/news-release/2026/01/14/3218930/0/en/Space-Based-C4ISR-Global-Research-Report-2026-4-49-Bn-Market-Trends-Competitive-Landscape-Strategies-and-Opportunities-2020-2025-2025-2030F-2035F.htmlhttps://www.globenewswire.com/news-release/2026/01/29/3228303/28124/en/Defense-Geospatial-Market-Analysis-and-Outlook-2026-2030-2035-AI-and-ML-Drive-Growth-Amid-Rising-Satellite-Data-Demand.htmlhttps://www.globenewswire.com/news-release/2026/01/13/3217694/28124/en/Space-Militarization-Market-Report-2026-2030-and-2035-Opportunities-in-Space-based-Weapons-Enhanced-Satellite-Networks-and-Space-Traffic-Management-Amid-Increased-Satellite-Activit.htmlhttps://www.globenewswire.com/news-release/2026/01/21/3222579/0/en/Defense-Communication-Intelligence-Research-Report-2026-31-58-Bn-Market-Opportunities-Trends-Competitive-Landscape-Strategies-and-Forecasts-2020-2025-2025-2030F-2035F.htmlLogo : https://mma.prnewswire.com/media/2840019/5793807/Equity_Insider_Logo.jpg



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Original: Why "Seeing Everything" Just Became a Defense Budget Priority

Very nice discounts here of late. I hope some of you grabbed some for yourselves.

THV

If course, you're correct. I overlooked the effect of that split. Thank you for setting things straight for the sake of all future readers of these posts .

THV

Thanks, but actually, the warrant price is now $92.00 and it covers 10 shares, because of the 09/09/24 8:1 Reverse split.. $11.50 x 8.

SPAC Warrants After a Reverse Split.
The reverse split of a company's stock can affect the exercise price and conversion rate of SPAC warrants. When a company undergoes a reverse split, the exercise price and conversion rate of the warrants are adjusted accordingly. For example, in a 10:1 reverse split, the exercise price of a warrant is multiplied by 10, and the number of shares covered is divided by 10. This adjustment ensures that the value of the warrants remains consistent with the new stock price after the reverse split.

I'm sure you probably know by now, the exp. Date on this is 9/9/26 exercise price is $11.50 USD.

Does anyone have an idea as to the expiration date of the warrants.

Warrents also available ,nice spread for instant profit

The frequency of taking images of TGT is amazing (15/day). It is much better than any of the other sat services today. And the first image from REQ is 90 minutes or something? Amazing! This is gonna be very nice service..

Lovin this mofo,like the energizer bunny,8% today alone,launch coming omg babe!!

BKSY: That is quite a contract!
"BlackSky Wins New, More Than $100 Million Contract from Strategic International Defense Sector Customer for Gen-3 Real-Time, Space-Based Monitoring Capabilities"

Blacksky Technology $BKSY Total Debt (mrq) $105.79M Book Value Per Share (mrq) $3.62

Uptrend continues,new highs

Ppl starting to connect the dots

Holding steady, no negative surprises in today's E/R.

Might be a buy right now.

BKSY under $6

BKSY new 52 week low

BKSY.............................https://stockcharts.com/h-sc/ui?s=BKSY&p=W&b=5&g=0&id=p86431144783

Did you mean to say money flushed down the toilet?

BKSY........................................https://stockcharts.com/h-sc/ui?s=BKSY&p=W&b=5&g=0&id=p86431144783

Love the 1 year chart, Palantir is involved, the DD says so, connect the dots, Patience pays, JMO!

No brainer IMO, $BKSY

At these prices I feel like Blacksky is $ in the bank.

They have 5 more Satellites due to go up with RocketLab, hope soon to add to their Constellation and have 22 in orbit $BKSY

And buyout value in my thinking is $15 minimum.

I figured a buyout by another entity for sure, just wasn’t sure if it would be them or another; aerospace, defense Co, something.

This will be bought out by Palantir imo, already have some stake, makes sense $BKSY

Yoy revs up 45% and we drop?! Buy!!!

Looking for $1.80 break $BKSY

Finally some upward traction

BKSY new 52 week low

Yep loaded between $1.12 and $1.21, 17 Satellites in the Constellation, 5 more due to go Up, contracts coming in and contracts renewals as well $BKSY GLTY!

Porterhouse.......... What better timing to buy Bksy than now....... I bought stock a week ago....... Great movement.........

Buying $BKSY

Looks like the Street liked the quarterly conference call. Up 10% on 1.5 million shares. The full year guidance was positive. I also own some Planet Labs and it was up today also. Combining satelitte imagery with AI is the way to go. Should be a growth business for a decade or more. It looks like they have a handle on making it a sound business. TWT.

Up 4.8% on 1.75 million shares. Signs of life?
Not a bad day and looks like most of the market is Red.
SATL was green too.

Maybe, but why put up more satellites?

Future of watching it go sub $1.00, then delist

The future......is in this deal!